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Next Financial Group’s Timothy Plan US Large/Mid Cap Core ETF TPLC Stock Holding History

Next Financial Group’s Portfolio TPLC Stock Details TPLC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		$515K Buy
13,295
+1,736
+15% +$64.3K 0.03% 536
2021
Q3 		$402K Buy
11,559
+3,816
+49% +$137K 0.03% 556
2021
Q2 		$270K Buy
7,743
+5,144
+198% +$177K 0.02% 724
2021
Q1 		$86K Buy
2,599
+200
+8% +$6.38K 0.01% 1083
2020
Q4 		$74K Buy
2,399
+842
+54% +$24.5K 0.01% 1070
2020
Q3 		$42K Buy
+1,557
New +$41.2K ﹤0.01% 1156

Other funds holding TPLC

FA
Faithward Advisors Lancaster, Pennsylvania $701M AUM 32.17% 1-Year Est. Return
HIF
Hill Island Financial Grand Rapids, Michigan $412M AUM 21.46% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
JWCA
J.W. Cole Advisors Tampa, Florida $2.96B AUM 23.14% 1-Year Est. Return
LI
LVZ Inc Holland, Michigan $984M AUM 17.9% 1-Year Est. Return
SPC
Sigma Planning Corp Ann Arbor, Michigan $3.6B AUM 24.57% 1-Year Est. Return
LWAM
Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 35.19% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

Next Financial Group's TPLC Position: Q4 2021 in Review

Next Financial Group increased its Timothy Plan US Large/Mid Cap Core ETF (TPLC) stake by 15% in Q4 2021, buying an estimated $64.3K and bringing the position to 13,295 shares worth $515K. The position accounts for 0.03% of the portfolio, ranked #536.

Next Financial Group first reported a position in TPLC in Q3 2020 and has held it in 6 quarters since. 41 funds tracked by Wall St. Rank hold TPLC as of Q4 2021.

  • Next Financial Group held 13,295 shares of Timothy Plan US Large/Mid Cap Core ETF worth $515K as of Q4 2021.
  • Next Financial Group bought 1,736 Timothy Plan US Large/Mid Cap Core ETF shares in Q4 2021, an estimated $64.3K.
  • Timothy Plan US Large/Mid Cap Core ETF made up 0.03% of Next Financial Group's portfolio in Q4 2021, its #536 holding.
  • Next Financial Group first reported a position in Timothy Plan US Large/Mid Cap Core ETF in Q3 2020 and has held it in 6 quarters since.
  • 41 funds tracked by Wall St. Rank held Timothy Plan US Large/Mid Cap Core ETF as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.